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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,688 | $181,062+35.1% | $158,223+54.6% | $155,188+57.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 10.76% | 57.39%-46.6pp | 52.09%-41.3pp | 148.84%-138.1pp |
| Employer contribution / active EE | $1,538 | $4,565-66.3% | $4,109-62.6% | $4,248-63.8% |
| Participant deferral / active EE | $1,878 | $6,134-69.4% | $5,467-65.6% | $6,531-71.2% |
| Admin fee / account holder | $162,960 | $18,825+765.7% | $16,047+915.5% | $14,480+1025.4% |